Your Portfolio

Command Center

“Palmarium brings research portfolio generation, and reporting into a single dashboard. from constraints to client-ready outputs, everything is build for managing risk, improving investment decisions and transparency

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Book a Demo

Portfolio Builder

Portfolio Builder

Portfolio Builder

Portfolio Builder

Build and Rebalance

Build and Rebalance

Build and Rebalance

in Minutes

in Minutes

in Minutes

Define allocations, risk bands, or fixed holdings.

Generate optimized portfolios instantly, backed by scientific models.

Rebalance across multiple clients with a consistent methodology.

Outcome

Outcome

Cut hours of manual work and standardize quality across teams.

Cut hours of manual work and standardize quality across teams.

Idea Generator

Idea Generator

Idea Generator

Idea Generator

Expand Your Coverage

Expand Your Coverage

Expand Your Coverage

Unlock New Ideas

Unlock New Ideas

Unlock New Ideas

Palmarium surfaces investment ideas beyond the narrow scope of human research teams:

Palmarium surfaces investment ideas beyond the narrow scope of human research teams:

Palmarium surfaces investment ideas beyond the narrow scope of human research teams:

Coverage from dozens to thousands of assets.

Opportunities explained with context.

Advisors remain in control — edit, swap, or lock positions as needed.

Outcome

Outcome

Family offices and advisors expand reach without expanding headcount.

Family offices and advisors expand reach without expanding headcount.

Client-Ready Reports

Client-Ready Reports

Client-Ready Reports

Client-Ready Reports

Explain Every Decision

Explain Every Decision

Explain Every Decision

with Confidence

with Confidence

with Confidence

Every portfolio proposal comes with transparent outputs that strengthen client trust:

Every portfolio proposal comes with transparent outputs that strengthen client trust:

Every portfolio proposal comes with transparent outputs that strengthen client trust:

Plain-language rationale for each position.

Plain-language rationale for each position.

Plain-language rationale for each position.

Plain-language rationale for each position.

Risk metrics, volatility bands, and allocation breakdowns.

Risk metrics, volatility bands, and allocation breakdowns.

Risk metrics, volatility bands, and allocation breakdowns.

Risk metrics, volatility bands, and allocation breakdowns.

Built-in AI Copilot for instant rationale and client answers.

Built-in AI Copilot for instant rationale and client answers.

Built-in AI Copilot for instant rationale and client answers.

Built-in AI Copilot for instant rationale and client answers.

Outcome

Outcome

Advisors spend less time explaining and more time engaging with clients.

Advisors spend less time explaining and more time engaging with clients.

Editable Outputs

Editable Outputs

Editable Outputs

Editable Outputs

Flexibility Meets

Flexibility Meets

Flexibility Meets

Consistency

Consistency

Consistency

Palmarium gives professionals both structure and freedom

Palmarium gives professionals both structure and freedom

Palmarium gives professionals both structure and freedom

Start from an optimized portfolio proposal.

Swap assets, adjust weights, or replace funds as needed.

Regenerate the output instantly with updated risk and return metrics.

Outcome

Outcome

Advisors stay compliant and efficient while personalizing to client needs.

Advisors stay compliant and efficient while personalizing to client needs.

See a Palmarium proposal portfolio in action

See a Palmarium proposal portfolio in action

Download a real sample portfolio — complete with rationale and risk metrics.

Ready to put sci-finance in the palm of your hand?

Book a Demo

Ready to put sci-finance in the palm of your hand?

Book a Demo

Ready to put sci-finance in the palm of your hand?

Book a Demo